Reported Earnings • Jul 13
First quarter 2027 earnings released: EPS: JP¥38.13 (vs JP¥117 in 1Q 2026) First quarter 2027 results: EPS: JP¥38.13 (down from JP¥117 in 1Q 2026). Revenue: JP¥270.2b (up 10% from 1Q 2026). Net income: JP¥6.90b (down 68% from 1Q 2026). Profit margin: 2.6% (down from 8.6% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Tillkännagivande • Jul 10
Sugi Holdings Co.,Ltd. announced that it expects to receive ¥16.23699 billion in funding from GIC Private Limited SUGI Holdings Co., Ltd announced private placement to issue 5,082,000 common shares at an issue price of ¥3,195 for gross proceeds of ¥16,236,990,000 on July 9, 2026. The transaction includes participation from GIC Private Limited for 5,082,000 shares at 2.86% post issuance. The company will issue shares by third party allotment. The company will pay estimated issuance expenses of ¥228,550,400 and the estimated net proceeds are ¥16,236,990,000. The transaction is approved by board of directors of the company and is expected to close on July 27, 2026. Declared Dividend • Jun 12
Final dividend of JP¥15.00 announced Shareholders will receive a dividend of JP¥15.00. Ex-date: 28th August 2026 Payment date: 5th November 2026 Dividend yield will be 97%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (10% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to remain steady over the next 3 years, which should provide adequate earnings cover for the dividend. Tillkännagivande • May 21
Sugi Holdings Co.,Ltd. to Report Q1, 2027 Results on Jul 09, 2026 Sugi Holdings Co.,Ltd. announced that they will report Q1, 2027 results on Jul 09, 2026 Board Change • May 20
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Shiro Uchida was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Tillkännagivande • Apr 02
Sugi Holdings Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 09, 2026 Sugi Holdings Co.,Ltd. announced that they will report fiscal year 2026 results on Apr 09, 2026 Tillkännagivande • Nov 07
Sugi Holdings Co.,Ltd. to Report Q3, 2026 Results on Jan 08, 2026 Sugi Holdings Co.,Ltd. announced that they will report Q3, 2026 results on Jan 08, 2026 Tillkännagivande • Sep 02
Sugi Holdings Co.,Ltd. (TSE:7649) signed a letter of intent to acquire KNOCK ON THE DOOR Inc. Sugi Holdings Co.,Ltd. (TSE:7649) signed a letter of intent to acquire KNOCK ON THE DOOR Inc. on September 1, 2025. After the completion, KNOCK ON THE DOOR Inc. will be subsidiary of Sugi Holdings Co.,Ltd. Tillkännagivande • Aug 21
Sugi Holdings Co.,Ltd. to Report Q2, 2026 Results on Oct 09, 2025 Sugi Holdings Co.,Ltd. announced that they will report Q2, 2026 results on Oct 09, 2025 Tillkännagivande • Jul 10
Sugi Holdings Co.,Ltd. Revises Consolidate Earnings Guidance for the Second Quarter of 2026 and Fiscal Year Ending February 28, 2026 Sugi Holdings Co.,Ltd. revised consolidate earnings guidance for the second quarter of 2026 and Fiscal Year Ending February 28, 2026. For the Quarter, the company expects net sales of JPY 500,000 million, operating profit of JPY 24,000 million, profit attributable to owners of parent of JPY 29,000 million and Net profit per share - Basic of JPY 160.25 against previous guidance of expects net sales of JPY 495,000 million, operating profit of JPY 23,000 million, profit attributable to owners of parent of JPY 16,500 million and Net profit per share - Basic of JPY 91.18.
For the year, For the year, the company expects net sales of JPY 1,005,000 million, operating profit of JPY 49,000 million, profit attributable to owners of parent of JPY 44,200 million and Net profit per share - Basic of JPY 244.24 as compared with the previous guidance of For the year, the company expects net sales of JPY 1,000,000 million, operating profit of JPY 48,000 million, profit attributable to owners of parent of JPY 34,000 million and Net profit per share - Basic of JPY 187.88. Tillkännagivande • Jun 13
Sugi Holdings Co.,Ltd. Announces Closing of Two Stores in May 2025 Sugi Holdings Co.,Ltd. announces closing of two stores in May 2025. Closing Date, May. 1. Company Name, Pharmaunion. Store Name, Suzuran Pharmacy Higashifukuma. Address, Fukutsu Fukuoka. Closing Date, May. 31. Company Name, Sugi Pharmacy, Store Name, I&H Drug Blue Pharma Iizuka KAHO TERRAS, Address, Iizuka Fukuoka. Tillkännagivande • May 28
Sugi Holdings Co.,Ltd. to Report Q1, 2026 Results on Jul 10, 2025 Sugi Holdings Co.,Ltd. announced that they will report Q1, 2026 results on Jul 10, 2025 Tillkännagivande • Apr 10
Sugi Holdings Co.,Ltd., Annual General Meeting, May 27, 2025 Sugi Holdings Co.,Ltd., Annual General Meeting, May 27, 2025. Tillkännagivande • Mar 01
Sugi Holdings Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 10, 2025 Sugi Holdings Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 10, 2025 Tillkännagivande • Jan 09
Sugi Holdings Co.,Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2025 Sugi Holdings Co.,Ltd. revised consolidated earnings guidance for the fiscal year ending February 28, 2025. For the fiscal year, the company expected net sales of JPY 875,000 million, Operating income of JPY 41,000 million, Profit attributable to owners of parent of JPY 25,500 million and Net income per share of JPY 140.91 against previous guidance of net sales of JPY 810,000 million, Operating income of JPY 40,000 million, Profit attributable to owners of parent of JPY 25,000 million and Net income per share of JPY 138.15 respectively. Tillkännagivande • Nov 27
Sugi Holdings Co.,Ltd. to Report Q3, 2025 Results on Jan 09, 2025 Sugi Holdings Co.,Ltd. announced that they will report Q3, 2025 results on Jan 09, 2025 Declared Dividend • Nov 07
First half dividend of JP¥20.00 announced Shareholders will receive a dividend of JP¥20.00. Ex-date: 27th February 2025 Payment date: 22nd May 2025 Dividend yield will be 130%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Sep 25
Second quarter 2025 earnings released: EPS: JP¥38.33 (vs JP¥25.99 in 2Q 2024) Second quarter 2025 results: EPS: JP¥38.33 (up from JP¥25.99 in 2Q 2024). Revenue: JP¥212.9b (up 13% from 2Q 2024). Net income: JP¥6.94b (up 48% from 2Q 2024). Profit margin: 3.3% (up from 2.5% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Upcoming Dividend • Aug 22
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 29 August 2024. Payment date: 06 November 2024. Payout ratio is a comfortable 64% and the cash payout ratio is 76%. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.0%). Tillkännagivande • Aug 16
Sugi Holdings Co.,Ltd. to Report Q2, 2025 Results on Sep 24, 2024 Sugi Holdings Co.,Ltd. announced that they will report Q2, 2025 results on Sep 24, 2024 Buy Or Sell Opportunity • Jul 19
Now 24% overvalued The stock has been flat over the last 90 days, currently trading at €14.20. The fair value is estimated to be €11.50, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 6.5%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 7.8% per annum over the same time period. Reported Earnings • Jun 26
First quarter 2025 earnings released: EPS: JP¥33.84 (vs JP¥30.74 in 1Q 2024) First quarter 2025 results: EPS: JP¥33.84 (up from JP¥30.74 in 1Q 2024). Revenue: JP¥201.0b (up 13% from 1Q 2024). Net income: JP¥6.12b (up 10% from 1Q 2024). Profit margin: 3.0% (down from 3.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Jun 15
Now 22% overvalued Over the last 90 days, the stock has fallen 13% to €13.60. The fair value is estimated to be €11.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings are also forecast to grow by 8.7% per annum over the same time period. Declared Dividend • Jun 06
Final dividend of JP¥15.00 announced Shareholders will receive a dividend of JP¥15.00. Ex-date: 29th August 2024 Payment date: 6th November 2024 Dividend yield will be 104%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (23% earnings payout ratio) but not adequately covered by cash flows (100% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 56% over the next 3 years. However, it would need to fall by 75% to increase the payout ratio to a potentially unsustainable range. Tillkännagivande • May 30
Sugi Holdings Co.,Ltd. to Report Q1, 2025 Results on Jun 25, 2024 Sugi Holdings Co.,Ltd. announced that they will report Q1, 2025 results on Jun 25, 2024 Reported Earnings • Apr 03
Full year 2024 earnings released: EPS: JP¥364 (vs JP¥104 in FY 2023) Full year 2024 results: EPS: JP¥364 (up from JP¥104 in FY 2023). Revenue: JP¥744.5b (up 12% from FY 2023). Net income: JP¥22.0b (up 16% from FY 2023). Profit margin: 3.0% (up from 2.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Tillkännagivande • Feb 27
Sugi Holdings Co.,Ltd. (TSE:7649) agreed to acquire 61.89% stake in I&H Co., Ltd. from Hiroaki Iwasaki, Yuka Iwasaki and Hideki Iwasaki. Sugi Holdings Co.,Ltd. (TSE:7649) agreed to acquire 61.89% stake in I&H Co., Ltd. from Hiroaki Iwasaki, Yuka Iwasaki and Hideki Iwasaki on February 27, 2024. As per the transaction, Sugi Holdings Co.,Ltd. will acquire 10.8 million shares of I&H Co., Ltd. Tillkännagivande • Feb 21
Sugi Holdings Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 02, 2024 Sugi Holdings Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 02, 2024 Upcoming Dividend • Feb 21
Upcoming dividend of JP¥40.00 per share Eligible shareholders must have bought the stock before 28 February 2024. Payment date: 31 May 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (3.9%). Board Change • Feb 11
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. 2 independent directors (3 non-independent directors). Independent External Director Yoshiko Hayama was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Tillkännagivande • Feb 01
Sugi Holdings Co.,Ltd., Annual General Meeting, May 01, 2024 Sugi Holdings Co.,Ltd., Annual General Meeting, May 01, 2024. Tillkännagivande • Dec 27
Sugi Holdings Co.,Ltd. Revises Consolidated Earnings Guidance for the Full Year of Fiscal Year Ending February 29, 2024 Sugi Holdings Co.,Ltd. revised consolidated earnings guidance for the full year of fiscal year ending February 29, 2024. For the year ending February 29, 2024, the company revised net sales to JPY 742,500 million from JPY 724,500 million, operating income to JPY 35,000 million from JPY 33,000 million and profit attributable to owners of parent to JPY 20,500 million from JPY 20,000 million and earnings per share to JPY 339.87 per share from JPY 331.58 per share. Tillkännagivande • Nov 12
Sugi Holdings Co.,Ltd. Announces Closing of Four Stores in the Month of October 2023 Sugi Holdings Co. Ltd. announced that in October 2023, the company has closed 4 stores. As a result, the total number of stores was 1,638 at the end of October 2023. Tillkännagivande • Nov 01
Sugi Holdings Co.,Ltd. to Report Q3, 2024 Results on Dec 26, 2023 Sugi Holdings Co.,Ltd. announced that they will report Q3, 2024 results on Dec 26, 2023 Reported Earnings • Sep 27
Second quarter 2024 earnings released: EPS: JP¥77.95 (vs JP¥71.01 in 2Q 2023) Second quarter 2024 results: EPS: JP¥77.95 (up from JP¥71.01 in 2Q 2023). Revenue: JP¥188.7b (up 10% from 2Q 2023). Net income: JP¥4.70b (up 7.6% from 2Q 2023). Profit margin: 2.5% (in line with 2Q 2023). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings. Tillkännagivande • Sep 27
Sugi Holdings Co.,Ltd. Announces Dividend for the Second Quarter Ended August 31, 2023, Payable on November 6, 2023; Provides Year End Dividend Guidance for the Full Year Ending February 29, 2024 Sugi Holdings Co.,Ltd. announced dividend for the second quarter ended August 31, 2023. For the period, the company announced dividend of JPY 40 per share compared to JPY 40 per share paid a year ago. The dividend will be payable on November 6, 2023. The company provided year end dividend guidance for the full year ending February 29, 2024. For the period, the company expected year end dividend of JPY 40 per share compared to JPY 40 per share paid a year ago. Upcoming Dividend • Aug 23
Upcoming dividend of JP¥40.00 per share at 1.2% yield Eligible shareholders must have bought the stock before 30 August 2023. Payment date: 06 November 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.3%). Tillkännagivande • Jul 30
Sugi Holdings Co.,Ltd. to Report Q2, 2024 Results on Sep 26, 2023 Sugi Holdings Co.,Ltd. announced that they will report Q2, 2024 results on Sep 26, 2023 Reported Earnings • Jun 02
Full year 2023 earnings released: EPS: JP¥311 (vs JP¥314 in FY 2022) Full year 2023 results: EPS: JP¥311 (down from JP¥314 in FY 2022). Revenue: JP¥667.6b (up 6.7% from FY 2022). Net income: JP¥19.0b (down 2.0% from FY 2022). Profit margin: 2.8% (down from 3.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 11% per year. Board Change • Apr 13
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent External Director Yoshiko Hayama was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Apr 08
Full year 2023 earnings released: EPS: JP¥311 (vs JP¥314 in FY 2022) Full year 2023 results: EPS: JP¥311 (down from JP¥314 in FY 2022). Revenue: JP¥667.6b (up 6.7% from FY 2022). Net income: JP¥19.0b (down 2.0% from FY 2022). Profit margin: 2.8% (down from 3.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 6% per year and the company’s share price has also fallen by 6% per year. Upcoming Dividend • Feb 20
Upcoming dividend of JP¥40.00 per share at 1.4% yield Eligible shareholders must have bought the stock before 27 February 2023. Payment date: 23 May 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.7%). Tillkännagivande • Feb 15
Sugi Holdings Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 04, 2023 Sugi Holdings Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 04, 2023 Reported Earnings • Dec 28
Third quarter 2023 earnings released: EPS: JP¥85.85 (vs JP¥79.50 in 3Q 2022) Third quarter 2023 results: EPS: JP¥85.85 (up from JP¥79.50 in 3Q 2022). Revenue: JP¥163.6b (up 7.9% from 3Q 2022). Net income: JP¥5.19b (up 5.6% from 3Q 2022). Profit margin: 3.2% (in line with 3Q 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 1% per year. Tillkännagivande • Nov 04
Sugi Holdings Co.,Ltd. to Report Q3, 2023 Results on Dec 27, 2022 Sugi Holdings Co.,Ltd. announced that they will report Q3, 2023 results on Dec 27, 2022 Reported Earnings • Sep 29
Second quarter 2023 earnings released: EPS: JP¥71.01 (vs JP¥78.58 in 2Q 2022) Second quarter 2023 results: EPS: JP¥71.01 (down from JP¥78.58 in 2Q 2022). Revenue: JP¥171.3b (up 7.2% from 2Q 2022). Net income: JP¥4.37b (down 10.0% from 2Q 2022). Profit margin: 2.6% (down from 3.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 6% per year. Tillkännagivande • Aug 24
Sugi Holdings Co.,Ltd. to Report Q2, 2023 Results on Sep 27, 2022 Sugi Holdings Co.,Ltd. announced that they will report Q2, 2023 results on Sep 27, 2022 Upcoming Dividend • Aug 23
Upcoming dividend of JP¥40.00 per share Eligible shareholders must have bought the stock before 30 August 2022. Payment date: 07 November 2022. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.4%). Reported Earnings • Jun 29
First quarter 2023 earnings released: EPS: JP¥74.55 (vs JP¥80.55 in 1Q 2022) First quarter 2023 results: EPS: JP¥74.55 (down from JP¥80.55 in 1Q 2022). Revenue: JP¥161.1b (up 3.8% from 1Q 2022). Net income: JP¥4.61b (down 7.5% from 1Q 2022). Profit margin: 2.9% (down from 3.2% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.3%, compared to a 7.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year and the company’s share price has also fallen by 2% per year. Tillkännagivande • May 19
Sugi Holdings Co.,Ltd. to Report Q1, 2023 Results on Jun 28, 2022 Sugi Holdings Co.,Ltd. announced that they will report Q1, 2023 results on Jun 28, 2022 Reported Earnings • Apr 07
Full year 2022 earnings released: EPS: JP¥314 (vs JP¥342 in FY 2021) Full year 2022 results: EPS: JP¥314 (down from JP¥342 in FY 2021). Revenue: JP¥625.5b (up 3.8% from FY 2021). Net income: JP¥19.4b (down 8.2% from FY 2021). Profit margin: 3.1% (down from 3.5% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.0%, compared to a 7.8% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 2% per year. Tillkännagivande • Apr 06
Sugi Holdings Co.,Ltd. Announces Dividend for the Fiscal Year Ended February 28, 2022, Payable on May 23, 2022; Provides Dividend Guidance for the Second Quarter and Fiscal Year Ending February 28, 2023 Sugi Holdings Co.,Ltd. announces dividend of JPY 40 per share for the year ended February 28, 2022. Scheduled date of commencement of dividend payment is May 23, 2022.For the second quarter of 2023, the company expects dividend to be JPY 40 per share.For the year 2023, the company expects dividend to be JPY 40 per share. Tillkännagivande • Apr 05
Sugi Holdings Co.,Ltd., Annual General Meeting, May 20, 2022 Sugi Holdings Co.,Ltd., Annual General Meeting, May 20, 2022. Tillkännagivande • Feb 27
Sugi Holdings Co.,Ltd. to Report Fiscal Year 2022 Results on Apr 05, 2022 Sugi Holdings Co.,Ltd. announced that they will report fiscal year 2022 results on Apr 05, 2022 Upcoming Dividend • Feb 18
Upcoming dividend of JP¥40.00 per share Eligible shareholders must have bought the stock before 25 February 2022. Payment date: 20 May 2022. Payout ratio is a comfortable 27% and the cash payout ratio is 83%. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (3.7%). Reported Earnings • Dec 29
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥79.50 (up from JP¥77.04 in 3Q 2021). Revenue: JP¥151.6b (up 5.7% from 3Q 2021). Net income: JP¥4.91b (up 3.2% from 3Q 2021). Profit margin: 3.2% (down from 3.3% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.4%, compared to a 7.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth. Tillkännagivande • Dec 28
Sugi Holdings Co.,Ltd. Revised Earnings Guidance for the Fiscal Year Ending February 28, 2022 Sugi Holdings Co.,Ltd. revised earnings guidance for the Fiscal Year Ending February 28, 2022. For the period, the company expects net sales of ¥625,000 million, operating profit of ¥31,000 million, profit of ¥18,300 million or ¥296.05 per share against previously expected net sales of ¥625,300 million, operating profit of ¥34,300 million, profit of ¥22,000 million or ¥355.91 per share. Reported Earnings • Sep 29
Second quarter 2022 earnings released: EPS JP¥78.57 (vs JP¥103 in 2Q 2021) The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥159.8b (up 4.7% from 2Q 2021). Net income: JP¥4.86b (down 24% from 2Q 2021). Profit margin: 3.0% (down from 4.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Aug 23
Upcoming dividend of JP¥40.00 per share Eligible shareholders must have bought the stock before 30 August 2021. Payment date: 05 November 2021. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (3.5%). Reported Earnings • Jul 01
First quarter 2022 earnings released: EPS JP¥80.55 (vs JP¥100 in 1Q 2021) The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥155.2b (up 3.5% from 1Q 2021). Net income: JP¥4.98b (down 20% from 1Q 2021). Profit margin: 3.2% (down from 4.1% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 10% per year. Reported Earnings • Apr 08
Full year 2021 earnings released: EPS JP¥342 (vs JP¥336 in FY 2020) The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2021 results: Revenue: JP¥602.5b (up 11% from FY 2020). Net income: JP¥21.1b (up 1.6% from FY 2020). Profit margin: 3.5% (down from 3.8% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 13% per year. Is New 90 Day High Low • Mar 10
New 90-day high: €60.00 The company is up 11% from its price of €54.00 on 10 December 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €26.36 per share. Tillkännagivande • Feb 21
Sugi Holdings Co.,Ltd. to Report Fiscal Year 2021 Results on Apr 06, 2021 Sugi Holdings Co.,Ltd. announced that they will report fiscal year 2021 results on Apr 06, 2021 Is New 90 Day High Low • Feb 10
New 90-day high: €58.00 The company is up 5.0% from its price of €55.50 on 12 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €27.30 per share. Analyst Estimate Surprise Post Earnings • Jan 18
Revenue misses expectations Revenue missed analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 7.0%, compared to a 1.4% growth forecast for the Consumer Retailing industry in Germany. Analyst Estimate Surprise Post Earnings • Jan 16
Revenue misses expectations Revenue missed analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 7.0%, compared to a 1.6% growth forecast for the Consumer Retailing industry in Germany. Reported Earnings • Jan 15
Third quarter 2021 earnings released: EPS JP¥77.04 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥143.4b (up 6.7% from 3Q 2020). Net income: JP¥4.76b (up 25% from 3Q 2020). Profit margin: 3.3% (up from 2.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Reported Earnings • Dec 30
Third quarter 2021 earnings released: EPS JP¥77.04 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥143.4b (up 6.7% from 3Q 2020). Net income: JP¥4.76b (up 25% from 3Q 2020). Profit margin: 3.3% (up from 2.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Analyst Estimate Surprise Post Earnings • Dec 30
Revenue misses expectations Revenue missed analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 7.1%, compared to a 1.7% growth forecast for the Consumer Retailing industry in Germany. Is New 90 Day High Low • Dec 03
New 90-day low: €53.00 The company is down 11% from its price of €59.50 on 04 September 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.69 per share. Tillkännagivande • Nov 28
Sugi Holdings Co.,Ltd. to Report Q3, 2021 Results on Dec 29, 2020 Sugi Holdings Co.,Ltd. announced that they will report Q3, 2021 results on Dec 29, 2020 Reported Earnings • Oct 17
First half earnings released Over the last 12 months the company has reported total profits of JP¥22.9b, up 18% from the prior year. Total revenue was JP¥580.9b over the last 12 months, up 14% from the prior year. Reported Earnings • Sep 29
First half earnings released Over the last 12 months the company has reported total profits of JP¥22.9b, up 18% from the prior year. Total revenue was JP¥580.9b over the last 12 months, up 14% from the prior year. Is New 90 Day High Low • Sep 28
New 90-day high: €63.00 The company is up 7.0% from its price of €59.00 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €26.80 per share. Tillkännagivande • Aug 18
Sugi Holdings Co.,Ltd. to Report Q2, 2021 Results on Sep 29, 2020 Sugi Holdings Co.,Ltd. announced that they will report Q2, 2021 results on Sep 29, 2020 
